Needham & Company LLC Lowers Cellebrite DI (NASDAQ:CLBT) Price Target to $18.00

Cellebrite DI (NASDAQ:CLBT) had its target price reduced by equities researchers at Needham & Company LLC from $24.00 to $18.00 in a research note issued on Thursday,Benzinga reports. The firm presently has a “buy” rating on the stock. Needham & Company LLC’s price target points to a potential upside of 26.23% from the stock’s current price.

CLBT has been the subject of several other research reports. Bank of America lifted their price target on shares of Cellebrite DI from $24.00 to $25.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. Lake Street Capital raised their price target on shares of Cellebrite DI from $22.00 to $23.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Wall Street Zen lowered Cellebrite DI from a “buy” rating to a “hold” rating in a research note on Saturday, November 8th. Weiss Ratings reissued a “sell (d-)” rating on shares of Cellebrite DI in a research report on Monday, December 29th. Finally, JPMorgan Chase & Co. raised their price objective on shares of Cellebrite DI from $23.00 to $24.00 and gave the stock an “overweight” rating in a report on Thursday, November 13th. Four research analysts have rated the stock with a Buy rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Cellebrite DI has a consensus rating of “Moderate Buy” and an average target price of $22.50.

Cellebrite DI Trading Down 4.6%

Shares of Cellebrite DI stock opened at $14.26 on Thursday. The stock has a market cap of $3.41 billion, a PE ratio of 46.00, a price-to-earnings-growth ratio of 2.08 and a beta of 1.28. Cellebrite DI has a 52 week low of $13.10 and a 52 week high of $25.03. The company’s 50-day moving average price is $17.21 and its two-hundred day moving average price is $17.00.

Cellebrite DI (NASDAQ:CLBT) last posted its quarterly earnings results on Wednesday, November 12th. The company reported $0.08 EPS for the quarter, missing the consensus estimate of $0.13 by ($0.05). The company had revenue of $126.03 million for the quarter, compared to analysts’ expectations of $122.98 million. Cellebrite DI had a net margin of 16.74% and a return on equity of 20.81%. The company’s revenue was up 17.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.14 earnings per share. On average, equities analysts predict that Cellebrite DI will post 0.3 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in CLBT. Cooper Creek Partners Management LLC bought a new stake in Cellebrite DI in the 3rd quarter worth about $55,999,000. Granahan Investment Management LLC lifted its stake in shares of Cellebrite DI by 1,108.5% in the 3rd quarter. Granahan Investment Management LLC now owns 2,629,299 shares of the company’s stock valued at $48,721,000 after purchasing an additional 2,411,726 shares during the last quarter. Capital International Investors purchased a new stake in Cellebrite DI in the 4th quarter worth about $41,073,000. Invesco Ltd. grew its holdings in shares of Cellebrite DI by 58.6% in the third quarter. Invesco Ltd. now owns 5,560,196 shares of the company’s stock worth $103,030,000 after purchasing an additional 2,054,644 shares during the last quarter. Finally, Pertento Partners LLP raised its position in Cellebrite DI by 57.8% during the 3rd quarter. Pertento Partners LLP now owns 4,648,215 shares of the company’s stock valued at $86,131,000 after purchasing an additional 1,702,574 shares in the last quarter. Institutional investors own 45.88% of the company’s stock.

More Cellebrite DI News

Here are the key news stories impacting Cellebrite DI this week:

• Positive Sentiment: Record Q4 and FY results — Total ARR grew 21% to $480.8M, revenue rose ~18% to $128.8M, with positive net income and adjusted EBITDA margin near 29.8%, showing improving profitability. This underpins confidence in recurring revenue and cash flow. PR Newswire Release
• Positive Sentiment: Raised FY revenue outlook — Management issued FY-2026 revenue guidance of $565M–$571M, above Wall Street’s prior consensus (~$556M), and Q1 revenue guidance roughly in line with estimates, supporting upward revisions to revenue forecasts. Company Report / Slides
• Positive Sentiment: Quarterly results: revenue beat and EPS in line — Q4 revenue of $128.8M topped estimates (~$126M) while GAAP/adjusted EPS came in around $0.14, matching consensus; top-line strength is the primary catalyst. MarketBeat Earnings Summary
• Positive Sentiment: Management commentary and strategy — Earnings call emphasized momentum in AI-powered investigative products and ARR expansion, which supports durable subscription growth and higher margin potential. Earnings Call Transcript (Seeking Alpha)
• Positive Sentiment: Analyst sentiment remains constructive — Brokerages give a consensus “Moderate Buy,” reflecting continued analyst support following results and guidance. Analyst Note
• Neutral Sentiment: Short interest trends mixed / reporting glitches — January short interest fell (~4.93M shares, ~2.2% of float), which can reduce downward pressure; subsequent February reports showing “0” shorted shares appear to be reporting errors and should be treated cautiously. (No clean source link available.)
• Neutral Sentiment: Earnings beat vs. model nuance — Some outlets emphasize EPS in line with estimates while others flagged prior-quarter misses; the takeaway is revenue-driven strength rather than a clear EPS surprise. Zacks Note

Cellebrite DI Company Profile

Cellebrite DI is a global provider of digital intelligence and forensics solutions that enable law enforcement agencies, government bodies and enterprises to extract, analyze and act on data from mobile devices, cloud services and digital sources. The company’s technology is designed to accelerate investigations, support evidence-based decision-making and enhance security operations by delivering actionable intelligence in a secure, scalable platform.

The company’s flagship offerings include the Universal Forensic Extraction Device (UFED) series for data acquisition and decoding, Physical Analyzer for advanced data parsing and visualization, and Pathfinder for case-driven investigation workflows.